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Meet the Exchange Advisor Council

Meet the advisors on the council helping to make Exchange 2024 the most important financial advisor event of the year.

United statesColumbia universityNew yorkKelley schoolPuerto ricoEdwardd bakerMichael dursoMarguerita rita chengGoldman sachDavid garffPhil huberAnna njie konteEconomics at michigan technological universityInvestment committeeMerrill lynchUniversity of california

Finance Has a Problem | ETF Trends

Finance has a problem. It is not unique in this problem, but the degree to which it has this problem is exceptional.

United statesMartin luther king jrKarl popperBridget venus grimesNicole caspersonSupreme court justice sandra day oconnorMartin luther kingBlack history monthThink advisorProgress can hide regressionPost racial political eraSupreme court justice sandra dayo connorStarts withRamona maiorHarvard business reviewBias training

Why So Many Experts Consider Annuities a Win for Retirees

Rising interest rates, pressure on Social Security, unpredictable markets and longevity risks make annuities more attractive as a part of retirement planning.

David blanchettOlivia mitchellMichael finkeSuze ormanWade pfauJerry goldenFidelity investmentsWharton schoolAmerican college of financial servicesPgim dc solutionsPrudential financialThink advisorAmerican collegeFinancial servicesSocial securityAnnuity payment

Kathy Jones on Inflation: The Worst Is Behind Us

Charles Schwab’s chief fixed-income strategist on the interest-rate picture, the jobs market, the recession outlook, housing, and more.

New yorkUnited statesChristine idzelisJohn manganaroSchwab moneywiseSchwab jonesChristine benzJeffrey kleintopLiz ann sondersJeff ptakJeff sommerGeorge castadyTom lauricellaPaul volckerKathy jonesKari greczek

Wells Fargo Advisors win $20 million in raiding claim against FSIS Raymond James

A Financial Industry Regulatory Authority (FINRA) arbitration panel announced Thursday it has ordered Raymond James and a former Wells Fargo advisor to pay

Jackie knolhoffHeather loftisRaymond jamesSteve bettenhausenJan schmeskiJackson rhoadesMike stocktonDavid mattyA financial industry regulatory authorityWells fargoFinancial industry regulatory authorityWells fargo advisorsThink advisorClassic hitsBoot newsLogan stone

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